Guidant Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $285K | Sell |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $180K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $260K | Hold |
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|
2016
Q3 | $245K | Buy |
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